“Applied International Economics – an analysis of current issues”

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Presentation transcript:

“Applied International Economics – an analysis of current issues” 6 February 2019 https://www.hse.ru/org/hse/appliedmacro/

US. real GDP recovery after crisis. Federal Reserve of SF

US Fiscal Deficit to GDP

US. projected fiscal deficits

US. GNP and public debt from 1970

US. Household debt since 2002

US. Economy Recoveries

US. Federal budget balance to GDP from 1976

US. debt cycles from 1966

US. Federal Debt Deficit Projections

Total US Debt Percentage GDP

Global debt and GDP from 1950

Global debt from 1997 to 2017

EZ. Target 2 balances

Central Bank Balance sheets from 2008

Central bank net asset purchases 2017 to 2019

Sweden. Interest Rate

CBs w negative rates

Total Debt Stock from 1997 to 2017

US. NIM from 1934

US. T-bonds Yields since 1960

US. Real Interest Rates from Reinhart

Global M1 collapse since 2001

US. Total leverage-SandP stock prices from 1966

US Fed Excess Reserves interest rates

buy-backs from 2013. Ned David Research S & P buy-backs from 2013. Ned David Research

Liquidation Effect from Reinhart

US. Real Interest Rates from Reinhart

China. OBOR

China. PMI and credit growth

China. Alternative real GDP growth from 2016

China. Current account surplus from 2003

China. Imports from 2006

China. Manufacturing PMI since 2004

China. Manufacturing PMI. Feb 2019

China Foreign Debt Balance 2008 to 2019

China FX Reserves 2012 to 2019

Debt to GDP in China, AE, EMs from 2000

China debt by sector from 2000

China GDP growth since 1990

China vs US GPD growth

China. Credit intensity from 2004

China. Employment from 2008